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Large firms aren’t looking at Vestwell as a competitor to be quashed but as a strategic ally in their own plans for workplace expansion. Morgan Stanley is an investor and a partner. J.P. Morgan Asset Management selected Vestwell’s platform for its small business 401(k) services earlier this year.
Vestwell founder and CEO Aaron Schumm outlined his ambitious plans on my podcast: integrate Gradifi, the student loans benefit provider and financial wellness platform it acquired from Morgan Stanley this year; build an emergency savings program; and add health savings accounts (HSAs).
https://www.advisorpedia.com/future-of-advice/searching-for-the-amazon-of-financial-services/
